John Glenn Email & Phone Number

As a Private Wealth Advisor, I am responsible for providing comprehensive wealth management strategies tailored to my clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services and Wealth Planning. I take time to understand my clients’ unique needs and direct teams of specialists - often working closely with other client advisors, such as attorneys and accountants - to provide services that help my clients work toward their goals. Manage full-service banking relationships with high net worth clients and oversees a portfolio of highly complex accounts. Consults with clients regarding financial needs, recommends products and services including credit structures, prepares loan packages for credit reviews and underwriting. Open and service accounts within authorized limits and ensures records/files are maintained within policy/guidelines. Analyzes financial tax and credit needs of clients, monitors clients changing needs and recommends strategies that utilities company products/services. Develops client base through cross-selling products and servicing existing clients, develops new business through interaction with external resources, keeps informed of changing market conditions.

Listed skills include Wealth Management, Commercial Lending, Private Banking, Loans, and 36 others.